Petrus Trust Company’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,732
| Closed | -$299K | – | 503 |
|
|
2025
Q1 | $299K | Buy |
+2,732
| New | +$299K | 0.03% | 399 |
|
|
2023
Q4 | – | Sell |
-3,912
| Closed | -$294K | – | 591 |
|
|
2023
Q3 | $294K | Buy |
+3,912
| New | +$294K | 0.03% | 395 |
|
|
2023
Q2 | – | Sell |
-2,601
| Closed | -$237K | – | 572 |
|
|
2023
Q1 | $237K | Sell |
2,601
-1,394
| -35% | -$127K | 0.03% | 409 |
|
|
2022
Q4 | $379K | Buy |
+3,995
| New | +$379K | 0.05% | 175 |
|
|
2021
Q4 | – | Sell |
-2,710
| Closed | -$220K | – | 136 |
|
|
2021
Q3 | $220K | Buy |
+2,710
| New | +$220K | 0.02% | 64 |
|